Private Client Advisor II
The candidate will act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead accountable for the clients experience. Leverage ... read more
Junior Private Client Associate
The candidate will support more senior associates and partners in advising high net worth individuals and their advisors on primarily complex domestic estate and trust planning, including working with owners of private capital and their diverse assets. Strong academic credentials is essential. (JD degree required; LLM is a plus). Should have ideally 1-3 years' experience with domestic estate and trust planning. Strong drafting, writing and... read more
Brooklyn office of our client seeks litigation attorney with 5+ years of experience in at least one of these areas: estate planning, estate administration, civil litigation, real estate or elder law. The ideal candidate will handle all stages of litigation (from inception through trial). read more
The candidate will be responsible for: Providing legal review and advice to the WAS Division relating to new business opportunities, in particular, where Wilmington Trust or Bank acts as new and/or successor trustee of a trust or executor or personal representative of a decedents estate. The candidate should be familiar with Delaware and other state direction trusts, delegated trusts and/or fully discretionary trusts; tax planning structures; entity form...
Estate Planning Attorney
The candidate must have 2 years of experience in estate planning and administration. Should have State Bar of New York license. Experience with guardianship proceedings. Knowledge with all aspects of the tax implications of trusts and estates is needed. Solid knowledge in drafting wills, trusts and other estate planning documents is required.
Tax Services Manager - Financial Services - Private Client Services
The candidate will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. Will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients. Managing, coaching and developing a ...
Trusts and Estates â€“ Mid-level Associate
The candidate must have significant experience in estate planning and estate and trust administration. Experience in international estate planning and trust/estate litigation is helpful.
Responsibilities: Will provide existing clients with holistic review of estate and wealth transfer plan and provide guidance accordingly in connection with team and outside advisors. Collaborate with market teams in order to provide clients with breadth of firmâ€™s offerings. Represent the firm in the industry through thought leadership and attendance in industry groups such as Bar Associations; committees, networking groups and conferences. Participate ...
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Trust & Estates Attorney
Candidate should have Top academic credentials and excellent written and interpersonal skills are required, along with admission to the Connecticut and New York Bars with 10+ years of experience in estate planning and in the representation of fiduciaries in all aspects of estate and trust administration and estate and trust related litigation. Experience with the administration of estate and trust assets, knowledge of estate planning tax implicatio...
Senior Private Client Advisor
The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and families. including: investment management, trust, credit, planning, insurance, and banking services. Serves as mentor for a small group of private client advisors and exerc...
Brooklyn office of our client seeks litigation attorney with some experience in elder law, including fair hearings and guardianships, and the ability to handle all stages of litigation (from inception through trial).
Trusts, Estates and Wealth Preservation Associate
The candidate must have excellent academic credentials and 3-8 years of legal experience to join the Trusts, Estates and Wealth Preservation practice. Expected responsibilities will include: Providing sophisticated business succession strategies for clients, Advising individuals and families on trust structures and private client tax matters, Contributing to a broad range of estate planning matters including reviewing, draf...